Plan Sponsor signed NCL Acquisition Corporation DBA Elevation Labs' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NCL Acquisition Corporation DBA Elevation Labs' EIN is 46-4952901.
Download the official 2024 Form 5500 (PDF) for NCL Acquisition Corporation DBA Elevation Labs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NCL Acquisition Corporation DBA Elevation Labs' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $9.0M | 96.4% | |
| RELIANCE METLIFESERIES 25053 CL O RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.0M | 21.8% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAY GRAY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $1.0M | 11.0% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $886K | 9.4% | |
| BLACKROCK LIFEPATH INDEX 20235 FUND GREAY GRAY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $762K | 8.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND GREAY GRAY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $654K | 7.0% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND GREAY GRAY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $582K | 6.2% | |
| BLACKROCK LIFPATH INDEX RETIREMENT GREAY GRAY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $349K | 3.7% | |
| BLACKROCK LIFEPATH INDEX FUND 2060 GREAT GRAY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $341K | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAY GRAY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $292K | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $221K | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $218K | 2.3% | |
| PUTNAM STABLE VALUE FUND PUTMAN INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $138K | 1.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $119K | 1.3% | |
| BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $69K | 0.7% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3K | <0.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KL BRONCO HOLDINGS INC DBA ELEVATIO | — | IDAHO FALLS, ID | OTHER | $16K | — |
